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Morgan Stanley

MS
Exchange
NYSE
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000895421

In the last 90 days, Morgan Stanley insiders filed 0 open-market purchases and 3 sales; 2,746 institutions reported holding it in 13F filings for Q2 2026, worth $281.7B in total; superinvestors Viking Global Investors and Soros Fund Management hold it.

Other share classesMS.PAMS.PEMS.PFMS.PIMS.PKMS.PLMS.POMS.PPMS.PQ

13F holders, Q1 2024

Institutional positions in Morgan Stanley as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,799
+67 vs. Q4 2023
Shares held
1.36B
−16.6M (−1.2%) vs. Q4 2023
Total value
$127.8B
−$415.5M (−0.3%) vs. Q4 2023
New holders
175
703 more added
Sold out
108
682 more reduced

29 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 1,799 institutions
Q1 2021: 1,516 institutionsQ2 2021: 1,550 institutionsQ3 2021: 1,592 institutionsQ4 2021: 1,716 institutionsQ1 2022: 1,673 institutionsQ2 2022: 1,607 institutionsQ3 2022: 1,586 institutionsQ4 2022: 1,682 institutionsQ1 2023: 1,674 institutionsQ2 2023: 1,689 institutionsQ3 2023: 1,671 institutionsQ4 2023: 1,761 institutionsQ1 2024: 1,799 institutionsQ2 2024: 1,829 institutionsQ3 2024: 1,875 institutionsQ4 2024: 2,118 institutionsQ1 2025: 2,104 institutionsQ2 2025: 2,209 institutionsQ3 2025: 2,266 institutionsQ4 2025: 2,533 institutionsQ1 2026: 2,514 institutionsQ2 2026: 2,746 institutions
Value heldQ1 2024: $127.8B
Q1 2021: $123.7BQ2 2021: $143.7BQ3 2021: $148.8BQ4 2021: $146.9BQ1 2022: $129.1BQ2 2022: $109.6BQ3 2022: $112.7BQ4 2022: $120.2BQ1 2023: $124.1BQ2 2023: $118.7BQ3 2023: $112.7BQ4 2023: $128.3BQ1 2024: $127.8BQ2 2024: $131.2BQ3 2024: $141.1BQ4 2024: $170.9BQ1 2025: $159.1BQ2 2025: $190.6BQ3 2025: $211.9BQ4 2025: $239.4BQ1 2026: $218.0BQ2 2026: $281.7B
Institutions holding MS and their total value by quarter
QuarterHoldersValue
Q2 20262,746$281.7B
Q1 20262,514$218.0B
Q4 20252,533$239.4B
Q3 20252,266$211.9B
Q2 20252,209$190.6B
Q1 20252,104$159.1B
Q4 20242,118$170.9B
Q3 20241,875$141.1B
Q2 20241,829$131.2B
Q1 20241,799$127.8B
Q4 20231,761$128.3B
Q3 20231,671$112.7B
Q2 20231,689$118.7B
Q1 20231,674$124.1B
Q4 20221,682$120.2B
Q3 20221,586$112.7B
Q2 20221,607$109.6B
Q1 20221,673$129.1B
Q4 20211,716$146.9B
Q3 20211,592$148.8B
Q2 20211,550$143.7B
Q1 20211,516$123.7B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Morgan Stanley; share changes are against Q4 2023.

Institutions holding MS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tompkins Financial Corp1,000$94.2K0.01%+1,000New
Future Financial Wealth Managment LLC1,000$94.2K0.07%+1,000New
Robinswood Financial LLC1,000$93.5K0.04%00.0%Unchanged
Gilliland Jeter Wealth Management LLC980$92.3K0.03%+980New
Brown, Lisle/Cummings, Inc.975$91.8K0.03%00.0%Unchanged
Bogart Wealth, LLC970$91.3K0.00%−607−38.5%Reduced
Founders Capital Management962$90.6K0.06%+9+0.9%Added
Global Financial Private Client, LLC964$90.2K0.04%00.0%Unchanged
Hartford Financial Management Inc.943$88.8K0.02%+26+2.8%Added
Ransom Advisory, Ltd894$84.2K0.04%+894New
Cranbrook Wealth Management, LLC890$83.8K0.02%00.0%Unchanged
Farmers & Merchants Investments Inc885$83.3K0.00%−25−2.7%Reduced
Cedar Mountain Advisors, LLC874$82.3K0.02%+6+0.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA870$81.9K0.03%00.0%Unchanged
Jamison Private Wealth Management, Inc.865$81.5K0.01%+204+30.9%Added
Dakota Community Bank & Trust NA862$81.2K0.44%+862New
Atticus Wealth Management, LLC855$80.5K0.03%00.0%Unchanged
Colonial Trust Co803$75.6K0.01%+348+76.5%Added
Park Circle Co800$75.3K0.07%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich799$75.3K0.00%−1,371−63.2%Reduced
Rocky Mountain Advisers, LLC779$73.4K0.02%+6+0.8%Added
Eukles Asset Management753$70.9K0.03%00.0%Unchanged
Kozak & Associates, Inc.701$69.8K0.02%+12+1.7%Added
HHM Wealth Advisors, LLC741$69.8K0.01%00.0%Unchanged
Tobam718$68.0K0.01%−356−33.1%Reduced
Twin Lakes Capital Management, LLC720$67.8K0.05%00.0%Unchanged
Rational Advisors LLC700$65.9K0.01%−278−28.4%Reduced
Cedar Wealth Management, LLC684$64.4K0.02%+157+29.8%Added
Optiver Holding B.V.676$63.7K0.00%−410,730−99.8%Reduced
CoreFirst Bank & Trust661$62.2K0.04%00.0%Unchanged
FRG Family Wealth Advisors LLC667$60.6K0.01%+667New
Wellington Shields & Co., LLC626$58.9K0.02%00.0%Unchanged
Salomon & Ludwin, LLC621$58.5K0.01%+54+9.5%Added
LifeSteps Financial, Inc.621$58.5K0.04%+621New
Johnson Financial Group, Inc.620$58.4K0.00%−1,832−74.7%Reduced
Hollencrest Capital Management610$57.5K0.00%−3,346−84.6%Reduced
Estabrook Capital Management600$56.5K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC596$56.1K0.02%+1+0.2%Added
SRS Capital Advisors, Inc.591$55.7K0.01%−2−0.3%Reduced
Bell Investment Advisors, Inc590$55.6K0.01%+42+7.7%Added
First United Bank Trust588$55.4K0.02%+220+59.8%Added
Osterweis Capital Management Inc587$55.3K0.00%−3−0.5%Reduced
Horrell Capital Management, Inc.583$55.0K0.02%00.0%Unchanged
Vima LLC625$54.9K0.06%−18−2.8%Reduced
Carmichael Hill & Associates, Inc.580$54.6K0.02%−2−0.3%Reduced
Colonial Trust Advisors580$54.6K0.01%+209+56.3%Added
BFSG, LLC560$52.7K0.01%−40−6.7%Reduced
America First Investment Advisors, LLC556$52.4K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.554$52.2K0.02%−2,141−79.4%Reduced
Semmax Financial Advisors Inc.519$51.6K0.02%00.0%Unchanged
MeadowBrook Investment Advisors LLC544$51.2K0.05%00.0%Unchanged
TSFG, LLC536$50.0K0.01%−6−1.1%Reduced
Ogorek Anthony Joseph523$49.0K0.02%00.0%Unchanged
Sittner & Nelson, LLC510$48.0K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.499$47.0K0.01%+7+1.4%Added
FSA Wealth Management LLC492$46.4K0.02%+47+10.6%Added
Front Row Advisors LLC486$45.8K0.02%+426+710.0%Added
Schonfeld Strategic Advisors LLC486$45.8K0.00%−8,757−94.7%Reduced
Northwest Capital Management Inc475$44.7K0.01%00.0%Unchanged
Accordant Advisory Group Inc470$44.3K0.03%+470New
Partnership Wealth Management, LLC468$44.1K0.03%00.0%Unchanged
Tortoise Investment Management, LLC459$43.2K0.01%+53+13.1%Added
Beacon Capital Management, LLC456$42.9K0.01%+68+17.5%Added
Annapolis Financial Services, LLC447$42.1K0.01%−250−35.9%Reduced
Abound Wealth Management444$41.8K0.02%−20−4.3%Reduced
Provenance Wealth Advisors, LLC443$41.7K0.01%00.0%Unchanged
WR Wealth Planners, LLC435$41.0K0.01%+435New
Creative Financial Designs Inc432$40.7K0.00%−429−49.8%Reduced
Moisand Fitzgerald Tamayo, LLC419$39.5K0.01%−50−10.7%Reduced
Norwood Financial Corp419$39.4K0.06%+419New
Fortitude Family Office, LLC418$39.4K0.03%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$37.7K0.02%00.0%Unchanged
Y.D. More Investments Ltd380$35.7K0.01%00.0%Unchanged
Essex Investment Management Co LLC363$34.2K0.01%00.0%Unchanged
Eagle Bay Advisors LLC363$34.2K0.02%+49+15.6%Added
Harvest Fund Management Co., Ltd358$34.0K0.00%+358New
Fernwood Investment Management, LLC350$33.0K0.01%+350New
TFC Financial Management345$32.5K0.01%+6+1.8%Added
DHJJ Financial Advisors, Ltd.338$31.8K0.01%00.0%Unchanged
Baldwin Brothers Inc335$31.5K0.00%−200−37.4%Reduced
Richardson Financial Services Inc.332$31.3K0.02%−253−43.2%Reduced
West Branch Capital LLC318$29.9K0.01%00.0%Unchanged
Center for Financial Planning, Inc.313$29.5K0.00%+163+108.7%Added
Byrne Asset Management LLC309$29.1K0.02%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.311$29.0K0.00%00.0%Unchanged
Main Street Group, LTD304$28.5K0.01%00.0%Unchanged
Islay Capital Management, LLC300$28.2K0.02%00.0%Unchanged
Maryland Capital Advisors Inc.300$28.2K0.02%00.0%Unchanged
Union Savings Bank300$28.2K0.01%−90−23.1%Reduced
Miller Wealth Advisors, LLC285$26.8K0.02%00.0%Unchanged
Hilltop National Bank281$26.5K0.01%+281New
CGC Financial Services, LLC265$25.0K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.260$24.5K0.00%00.0%Unchanged
Solstein Capital, LLC256$24.1K0.02%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC255$24.0K0.01%00.0%Unchanged
Wetzel Investment Advisors, Inc.259$23.4K0.01%00.0%Unchanged
Raleigh Capital Management Inc.245$23.1K0.01%+180+276.9%Added
Davis Capital Management246$23.0K0.02%+141+134.3%Added
Plante Moran Financial Advisors, LLC230$21.7K0.00%−6−2.5%Reduced
Northwest Investment Counselors, LLC225$21.2K0.01%+225New